Commonwealth Equity Services’s Volato Group SOAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35,283
| Closed | -$9K | – | 4277 |
|
|
2024
Q4 | $9K | Buy |
35,283
+13,217
| +60% | +$3.37K | ﹤0.01% | 4076 |
|
|
2024
Q3 | $9K | Hold |
22,066
| – | – | ﹤0.01% | 4034 |
|
|
2024
Q2 | $13K | Hold |
22,066
| – | – | ﹤0.01% | 3990 |
|
|
2024
Q1 | $78K | Hold |
22,066
| – | – | ﹤0.01% | 3840 |
|
|
2023
Q4 | $83K | Buy |
+22,066
| New | +$83K | ﹤0.01% | 3700 |
|